+14,280.4%
INTU vs SYY
+2,506.1%
+11,774.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.3% | -2.1% | -3.0% |
| 7D | -7.1% | -2.3% | -4.8% | -6.4% |
| 30D | +1.5% | -4.9% | +6.4% | +3.1% |
| 3M | +10.7% | +8.4% | +2.3% | +7.7% |
| 6M | -23.8% | -7.4% | -16.5% | -22.9% |
| YTD | -49.3% | +11.0% | -60.3% | -52.1% |
| 1Y | -49.7% | -0.2% | -49.4% | -50.7% |
| 3Y | -38.0% | +23.8% | -61.8% | -44.3% |
| 5Y | -38.7% | +18.1% | -56.9% | -44.0% |
| 10Y | +221.3% | +94.6% | +126.7% | +130.5% |
| All | +14,280.4% | +2,506.1% | +11,774.3% | +5,432.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SYY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling